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Enter Import Invoices.
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Click on Get Shipment.
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Be sure "Approval/Firm Order Invoice (MARC)" is selected.
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Click on vendor, enter YBPA for Yankee or HARA for Harrassowitz
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Click on FTP.
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For Host select vendor's ftp address from dropdown list (ftp.ybp.com for
Yankee or ftp.harrassowtiz.de for Harrassowitz)
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Click on Connect.
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Enter Username and Password for vendor (see the Invoices Tab of MARC invoice Vendor Info sheet)
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Click on appropriate folder on vendor's website (for YBP: catship, for HARA already in correct folder)
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Select shipment week for YBP and file for HARA. (For YBP, choose shipment with date. Example: 5069004 - 004 represents
week four. Look at size of file. Choose file size that is bigger than one digit.)
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Click on Get.
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Once back on main "Process Options" screen for Import Invoices. Enter a check in the box for
current shipment.
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Enter vendor code in text box (same code used in step 4.)
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Enter order date (today's date.)
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Click on Load profile (standard approval plan.)
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Click on check for duplicates.
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Click on Process.
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Select template for bib record. (Be sure your settings for new records are:
"always prompt for template" for bib & order records.)
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Choose Acq. Order Bib
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Select template for order record. (YBPA - Yankee approvals; HARA either Music approvals or German Approvals depending on which file you are processing.)
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When asked "Delete shipment no. 1?" Respond with YES.
- You can view the individual titles within the invoice from the "Accept/Reject Tab" by selecting a Free Session from the dropdown list, highlighting
the invoice you wish to view, and clicking "Select".
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When finished viewing invoice line items, click "Close".
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Click on Reports Tab.
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Choose the approval shipment you processed. Example: (year/month/day) ap060125.dat01. (There may be .dat01 and .dat02 if more
than one shipment came in the file you processed that day. If so, print following reports for both shipments.)
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Select: Summary & Duplicates/Error Log tabs.
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When each is selected, "Print" to print those two reports.
Content maintained by: [SOberlies]
Last modified date: Wed 12/31/1969 04:00 pm by [so]
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